Retirement Plan Administration Consultant

Job not on LinkedIn

July 8

🦀 Maryland – Remote

Although this job is listed in Maryland, this company may be open to hiring remote in other states.

💵 $55k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🖥️ Administration

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Transition Strategies, LLC

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B2B • Compliance • HR Tech

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

- employees

Founded 2003

🤝 B2B

📋 Compliance

👥 HR Tech

📋 Description

• As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. • You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way. • Your Responsibilities Include: • Managing a portfolio of 401(k) client relationships as the primary point of contact • Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.) • Calculating employer contributions and reconciling trust accounts • Preparing and filing annual government forms and participant statements • Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs • Interpreting plan document provisions and recommending improvements • Collaborating with clients, advisors, auditors, and other service providers • Staying current on retirement plan regulations through continuing education and research • Participating in internal process improvement initiatives and team projects

🎯 Requirements

• 2+ years of direct 401(k) plan administration experience, including compliance testing • Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics) • Strong analytical and organizational skills, with an aptitude for math and accounting • Advanced Excel proficiency and working knowledge of Microsoft Word • Excellent communication, time management, and client service skills • Ability to manage multiple priorities independently and meet deadlines • Enthusiasm for professional development and continuous learning • Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable

🏖️ Benefits

• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) • 401(k) with company match + HSA with company contribution • Generous PTO for parental leave, vacation, and holiday time • Support for certifications, association dues, and professional development • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities